RiskReversal Pod

Dan Nathan, Guy Adami, and Danny Moses discuss generative AI impact on tech stocks like NVIDIA. Vincent Daniel and Porter Collins talk with Danny Moses about stock picking in volatile markets. Topics include recycling tech, consumer spending trends, and Fed rate cut speculations.

Gene Munster, Managing Partner at Deepwater Asset Management, discusses tech stock earnings reports focusing on AI hype cycle, NASDAQ sell-off dynamics, Google's AI advances, Tesla's new vehicle launches, Microsoft's alignment with OpenAI, Meta's AI integrations, and Apple's upcoming AI features. They touch on AI-first companies coming online, market sentiments, expected pullbacks, and specific stock movements in the semiconductor space.

Real estate investor Jonathan Litt discusses activist investing in real estate, office vacancies, senior housing dynamics, and the demand for data centers. Dan and Guy talk about market implications of President Biden dropping out, tech sector earnings, Chinese economy challenges, and cybersecurity vulnerabilities at CrowdStrike.

Liz Ann Sonders from Charles Schwab discusses market predictions, Fed's rate policy, sector performance, and election-related volatility. Also, insights on Big Cap Tech stocks, geopolitical impact, AI technology, large cap banks, and potential risks in the market.

Dan Nathan and Deirdre Bosa, host of CNBC's Tech Check, delve into the AI craze in both public and private markets, analyzing Google's potential $23 billion acquisition of Israeli AI firm Wiz. They discuss the AI industry's rapid growth, the cautious market outlook from influential players like Goldman Sachs and Sequoia Capital, and expectations for Q2 tech earnings. The conversation also touches on the regulatory landscape and its impact on significant deals and the new race for tech companies to develop small language models.Chef and restaurateur Ryan Hardy of Delicious Hospitality Group joins after the break. Ryan delves into his culinary origin story, starting from his Kentucky roots and his professional growth in San Francisco during the 90s, to his eventual success in New York City with notable establishments like Charlie Bird and Pasquale Jones. Hardy shares his experience in curating airline menus for JetBlue, his business philosophy, and the challenges and opportunities of managing hospitality in an evolving technological landscape. The conversation also touches on Hardy's venture into hotel management, the impact of inflation, and the importance of mentorship in the hospitality industry.—View our show notes hereLearn more about Current: current.comListen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-pointsEmail us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.We’re on social:Follow @dee_bosa on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Dan Nathan and SoFi's Liz Young Thomas discuss earnings season; Jamie Dimon's views on interest rates, Apple's sales shift to India, a potential $23 billion Google cybersecurity deal. They cover bank finances, inflation, labor market, consumer behavior, and upcoming earnings reports.

Head of U.S. Equity Strategy at RBC Capital Markets, Lori Calvasina, discusses market trends, Russell 2000 index, and S&P 500 target. They cover labor market insights, AI potential, and Tesla analysis. The gang explores Fed rate cuts, inflation, sector analysis, valuations, and earnings reports.

Dan Nathan and Guy Adami discuss recent market trends, focusing on the NASDAQ's highs and the outperformance of semiconductor stocks, particularly NVIDIA. They also delve into enterprise software performance, with companies like Salesforce and Adobe dipping in the market. The conversation shifts to AI developments, highlighting Elon Musk’s moves with xAI and the competitive landscape involving OpenAI, Alphabet, and Anthropic. The guys touch on Apple's market cap surge post-WWDC and debates surrounding its valuation. Furthermore, they examine Tesla's stock performance and its AI-driven initiatives, despite recent struggles in the auto sector. Lastly, the duo analyze Meta and Alphabet's promising valuations and revenue growth potentials amidst the broader tech landscape.Further Reading Musk’s xAI and Oracle End Talks on a Server Deal (The Information) Elon’s Reply on X Roger McNamee on the AI bubble —View our show notes hereLearn more about Current: current.comListen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-pointsEmail us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.We’re on social:Follow @dee_bosa on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page

Discussions range from stock market hitting all-time highs to Fed's potential rate cuts due to rising unemployment. They speculate on small caps' performance, market correction possibilities, and preview major companies' earnings. Analysis includes market trends, economic indicators like bank earnings, and impact of rate cuts on currencies.

Dan Nathan is joined by Paul Rabil to discuss his new book The Way Of The Champion and his journey as co-founder of the PLL. Dan and Paul reflect on their past interactions, including Rabil's early appearances on CNBC, and delve into how he and his brother have revolutionized the sport through innovative business models, media strategies, and commitment to inclusivity. The conversation touches on Rabil's athletic success, the challenges he faced, and his new book, 'The Way of the Champion.' They also highlight the significance of lacrosse's return to the Olympics in 2028 and its impact on the sport's future.—View our show notes hereLearn more about Current: current.comListen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-pointsEmail us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod.We’re on social:Follow @dee_bosa on TwitterFollow @GuyAdami on TwitterFollow us on Instagram @RiskReversalMediaSubscribe to our YouTube page